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Received — 19 July 2026 CRM - Customer Relationship Managment

What do you do with records that are not clean enough to import, but not obviously wrong enough to delete?

I keep running into the same issue with CRM imports:

Some rows are clearly fine.

Some rows are clearly trash.

But the painful ones are in the middle.

Examples:

same email, different phone

same phone, different name spelling

same company, slightly different title / city / source

records that look mergeable, but not safely

The obvious stuff is easy.

What I’m trying to understand is the middle zone.

How do you actually handle that at scale before import?

Do you:

hold them back in a review bucket

manually label them

merge conservatively

import and fix later

just accept some contamination

I’m not asking for theory. I mean your actual workflow.

submitted by /u/ahhrsa
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